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Topic: Life Event Advice

  • Life Event Advice

    Romance Scams

    August 1, 2023
    A romance scam, also known as an online dating scam, is when a person gets tricked into believing they’re in a romantic relationship with someone they met online, when in fact their other half is a cybercriminal using a fake identity to gain enough trust to ask — or blackmail — them for money. Oftentimes, a romance scammer starts on dating sites or apps. But scammers have increasingly started finding targets on social media, too. After ... Read more
  • Life Event Advice Security

    Password Managers

    July 28, 2023
    Password managers are a key resource in maintaining your security. They allow you to keep track of your passwords and encrypt them before they leave your device. Some password vaults can also generate and change passwords for you in one click, as well as securely store other types of data like credit card information. Password managers may remind you to change passwords regularly, evaluate their strength, or scan the dark web to check ... Read more
  • Life Event Advice Security

    Bank Customer Service Scams

    July 26, 2023
    Scammers are pretending to be bank customer service representatives reaching out regarding fraud prevention. Their goal is to get you to reset your login credentials and gain access to your account. How it works Scammers, posing as customer service representatives, will call and keep the victim on the phone for multiple hours to “resolve” a fraud issue. The scammer urges quick action to prevent alleged hackers from draining the victim’s ... Read more
  • Budgeting Advice Life Event Advice Life Planning Advice

    Inflation-Proof Your Finances: 7 Expert Tips from a Financial Advisor

    May 22, 2023
    As the cost of living rises, households worldwide feel the squeeze. Inflation impacts everything from groceries to housing to healthcare, and families struggle to make ends meet as they stretch their budgets to the limit. Recent statistics show the inflation rate in the United States has risen to its highest level in over four decades. The Consumer Price Index (CPI) has increased by 7% over the past year alone. Inflation ... Read more
  • Life Event Advice Life Planning Advice Retirement Planning Advice

    Useful Tips to Optimize Your Retirement Planning

    May 16, 2023
    Planning for retirement amid changing market dynamics can be stressful, especially as retirement age approaches. Fortunately, there are a myriad of ways to prepare for it, even if you plan to retire early. OPTIMIZE YOUR RETIREMENT INCOME One of our top tips is to optimize your retirement income by setting yourself up with a diversified portfolio that offers a solid return. If you are in your twenties, there is a ... Read more
  • Life Event Advice Life Insurance Advice Long-Term Care Planning Advice

    The Role of Insurance in Financial Planning

    By Trilogy Financial
    March 28, 2023
    Financial planning involves thoughtfully outlining objectives and setting goals in your Life Plan. With anything, the possibility of running into obstacles, options, and challenges throughout your financial journey is unavoidable. That’s why it is important to implement some sort of checks and balances to mitigate these challenges. Insurance is one of the best ways to account for unforeseen conditions and events in your financial plan. The thought of utilizing insurance ... Read more
  • Estate Planning Advice Family & Relationships Advice Life Event Advice Life Planning Advice

    Key Questions to Discuss with Your Estate Planner

    March 8, 2023
    Estate planning is an essential step to help protect the wealth that you've spent your life building. Meeting with an estate planner will help to create a comprehensive plan that will allow your assets to effectively pass to your assigned beneficiaries. Creating this initial plan can feel overwhelming, and we are here to help you prepare. Here are five important questions you can expect to discuss with your estate advisor ... Read more
  • Estate Planning Advice Life Event Advice Life Planning Advice Retirement Planning Advice

    How A Fiduciary Can Help You Through Financial Planning

    By Trilogy Financial
    June 20, 2022
    Many Americans spend more hours than they’d like managing necessary financial components of life while balancing caring for a family, performing at work and enjoying time with loved ones. Despite working hard to try to strike a perfect balance, financial planning, saving and investing can be tedious and time consuming, and maybe even daunting. This is where a fiduciary comes in. ________ What Is a Fiduciary? The term fiduciary is ... Read more
  • Investments Advice Life Event Advice Life Planning Advice

    Financial Advisory and a Service-Centered Approach

    April 18, 2022
    Financial advisory firms have historically endured a bad reputation ­– either because they were too expensive, or they only helped people with lots of money to invest, or they were trying to sell clients a product or plan that didn’t align with the heart of their goals and situation. Too many Americans don’t think they can afford a Financial Advisor and planning services. Too many of them avoid partnering with ... Read more
  • Life Event Advice

    Tax Refund Scams

    By June Adams
    January 31, 2022
    Tax-related fraud and identity theft have continued to grow, with millions of people becoming targets. Scammers need little more than your Social Security number and other general information to file a fraudulent tax return and hijack your tax refund. Taxpayers typically don’t discover the fraud until they attempt to file their own returns, which is why it's essential to file taxes as soon as possible. At the same time, you ... Read more
  • Investments Advice Life Event Advice Life Planning Advice

    The Economy and the Election

    By Jeff Motske, CFP®
    October 29, 2020
      Today, conversations, screens, and ads on how the upcoming election will affect our economy and the American way of life are unavoidable. Naturally, we start to ponder how the outcome might impact our own financial independence. Since market forecasters and economic commentators ever really get it right only part of the time, formulating investment strategy based on “expert” prognostications and financial journalism routinely sets individual investors up for failure. ... Read more
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